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cover of episode Bits + Bips: Why ‘All Assets Will Go Up’ in the Near Future - Ep. 716

Bits + Bips: Why ‘All Assets Will Go Up’ in the Near Future - Ep. 716

2024/10/9
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Unchained
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As the PBOC and Fed shift their stances on rates and liquidity flows, the macro landscape is evolving rapidly. In this episode of Bits + Bips, we unpack how these policy changes could spark a massive surge across all asset classes—from equities and bonds to Bitcoin and crude oil. 

The hosts, joined by Nikos Kargadouris, a seasoned trader, discuss why liquidity is about to flood the markets, why fears of a U.S. recession may be overblown, and how even memecoins could benefit. 

Plus, are central banks close to buying bitcoin ETFs?

Show highlights:

  • How the PBOC's shift in policies impacted the markets and when we’ll see a “bazooka”

  • How market complacency and short positions on oil amid geopolitical tensions could lead to mispricing and unexpected volatility

  • How rising crude oil prices could slow the U.S. economy, despite the country being a net oil exporter

  • How strong payrolls data reduced market expectations of U.S. rate cuts

  • Why predictions of a U.S. recession might be off

  • Whether it matters for crypto who wins the elections 

  • The chances of central banks adopting Bitcoin

  • What the outlook for memecoins looks like in the next months

  • Whether the HBO documentary about the identify of Satoshi Nakamoto will be a disappointment

 

Sponsors:

Hosts:

- James Seyffart), Research Analyst at Bloomberg Intelligence

- Alex Kruger), Founder of Asgard

- Joe McCann), Founder, CEO, and CIO of Asymmetric

Guest:

- Nikos Kargadouris), Chief Investment Officer of a private investment office specializing in cross-asset thematic macro and digital asset strategies.

Timestamps:

  • 00:00 Intro

  • 02:09 Impact of the PBOC’s policy shift and timing of the “bazooka”

  • 15:01 Oil mispricing and volatility due to geopolitical tensions

  • 27:30 Rising oil prices and potential U.S. economic slowdown

  • 35:51 Strong payrolls reducing expectations for U.S. rate cuts

  • 44:11 Why U.S. recession predictions might be wrong

  • 50:10 Can prediction markets reflect U.S. election outcomes?

  • 56:05 Does the election winner matter for crypto?

  • 1:04:43 Memecoin outlook for the next months

  • 1:15:34 Will the HBO documentary disappoint?

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